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iShares US Aerospace & Defense ETF

614 hedge funds and large institutions have $3.18B invested in iShares US Aerospace & Defense ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 220 increasing their positions, 189 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
8.93%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.13%
New
56
Increased
220
Reduced
189
Closed
46
Calls
$21.1M
Puts
$23.4M
Net Calls
-$2.23M
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$14.9M -$3.32M -25,120 -18%
CCA
27
Cadent Capital Advisors
Oklahoma
$13M +$275K +2,083 +2%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$12.8M -$399K -3,019 -3%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$12.5M -$636K -4,817 -5%
ASN
30
Advisory Services Network
Georgia
$12M -$264K -1,999 -2%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$11.8M +$442K +3,345 +4%
Millennium Management
32
Millennium Management
New York
$11.7M +$11.7M +88,549 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$10.8M -$509K -3,854 -4%
MWM
34
MinichMacGregor Wealth Management
New York
$10.2M -$330K -2,496 -3%
Citigroup
35
Citigroup
New York
$10.2M +$1.08M +8,177 +12%
AAS
36
Avantax Advisory Services
Texas
$10.2M +$108K +818 +1%
CWM
37
Chicago Wealth Management
Illinois
$9.66M +$289K +2,187 +3%
OPAM
38
Ocean Park Asset Management
California
$9.08M
DAS
39
Diversify Advisory Services
Utah
$8.75M +$1.72M +12,941 +24%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$8.52M +$5.56M +42,142 +188%
PAG
41
Private Advisor Group
New Jersey
$8.51M +$599K +4,538 +8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$7.37M -$1.32M -9,980 -15%
PF
43
Phoenix Financial
Israel
$7.36M +$13.1K +99 +0.2%
AI
44
Arrien Investments
Idaho
$6.89M +$462K +3,500 +7%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$6.61M +$4.3M +32,539 +186%
KAS
46
Kestra Advisory Services
Texas
$6.38M +$157K +1,215 +3%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$6.17M +$4.88M +36,735 +381%
AWM
48
Accurate Wealth Management
Florida
$6.08M +$6.08M +45,422 New
AWS
49
Atria Wealth Solutions
New York
$5.87M -$611K -4,624 -9%
Mariner
50
Mariner
Kansas
$5.87M +$6.07K +46 +0.1%